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| Provider | Service type | Compensation |
|---|---|---|
RANDALL & HURLEY, INC.4 years Filed as: RANDALL & HURLEY INC Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $13,906 |
DA DAVIDSON & CO4 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $10,325 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,453 | $55,437-23.4% | $155,534-72.7% | $74,459-43.0% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 11.69% | 269.58%-257.9pp | 64.92%-53.2pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,907 | $2,266-15.8% | $4,675-59.2% | $2,626-27.4% |
| Participant deferral / active EE | $2,560 | $2,837-9.8% | $5,630-54.5% | $4,350-41.2% |
| Admin fee / account holder | $127 | $1,742-92.7% | $15,900-99.2% | $1,945-93.4% |